Gradient Investments LLC Portfolio Holdings

Gradient Investments LLC

  • $4.41 Billion
  • Q2 2025

Gradient Investments LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.41 Billion distributed in 358 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $258M, Microsoft Corp with a value of $136M, Nvidia Corp with a value of $122M, Amazon Com Inc with a value of $121M, and Spdr Portfolio Aggregate Bond with a value of $99.8M.

Examining the 13F form we can see an increase of $447M in the current position value, from $3.96B to 4.41B.

Below you can find more details about Gradient Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.41 Billion
ETFs: $1.72 Billion
Technology: $611 Million
Financial Services: $392 Million
Healthcare: $338 Million
Consumer Cyclical: $273 Million
Communication Services: $243 Million
Industrials: $237 Million
Consumer Defensive: $201 Million
Other: $273 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$258 Million 5.86% of portfolio
3,554,841
Q2 2025 Added 3.12%
$0
$99.8 Million 2.26% of portfolio
3,897,587
Q2 2025 Reduced 4.24%
$0
$89.6 Million 2.03% of portfolio
1,988,133
Q2 2025 Reduced 0.08%
$0
$89.1 Million 2.02% of portfolio
1,204,258
Q2 2025 Added 0.94%
$0
$85.5 Million 1.94% of portfolio
2,112,631
Q2 2025 Added 0.34%
$0
$74.7 Million 1.69% of portfolio
2,031,726
Q2 2025 Added 1.17%
$0
$73.1 Million 1.66% of portfolio
1,796,931
Q2 2025 Reduced 2.72%
$0
$72.8 Million 1.65% of portfolio
1,452,667
Q2 2025 Reduced 2.46%
$0
$70.1 Million 1.59% of portfolio
1,022,529
Q2 2025 Added 0.78%
$0
$68.6 Million 1.56% of portfolio
375,456
Q2 2025 Added 0.87%
$0
$65.1 Million 1.48% of portfolio
581,991
Q2 2025 Added 3.13%
$9.98B
$60.5 Million 1.37% of portfolio
922,651
Q2 2025 Added 1.8%
$0
$54.9 Million 1.24% of portfolio
1,080,944
Q2 2025 Added 2.69%
$0
$46.8 Million 1.06% of portfolio
1,035,285
Q2 2025 New
$0
$45.8 Million 1.04% of portfolio
1,249,798
Q2 2025 New
$0
$39.3 Million 0.89% of portfolio
1,092,508
Q2 2025 Reduced 46.6%
$0
$33.3 Million 0.75% of portfolio
630,782
Q2 2025 Added 0.14%
$0
$33.2 Million 0.75% of portfolio
361,821
Q2 2025 Added 28.32%
$0
$29.5 Million 0.67% of portfolio
162,176
Q2 2025 Added 2.35%
$0
$28.3 Million 0.64% of portfolio
1,269,793
Q2 2025 Added 14.74%
$0
$25.3 Million 0.57% of portfolio
423,183
Q2 2025 Reduced 0.89%
$0
$21.8 Million 0.5% of portfolio
435,103
Q2 2025 Added 1.1%
$0
$21.7 Million 0.49% of portfolio
406,825
Q2 2025 Reduced 1.61%
$0
$20.3 Million 0.46% of portfolio
137,624
Q2 2025 Added 16.21%
$0
$19.7 Million 0.45% of portfolio
345,277
Q2 2025 Added 16.78%
$0
$17.3 Million 0.39% of portfolio
590,031
Q2 2025 Reduced 0.11%
$0
$16 Million 0.36% of portfolio
600,721
Q2 2025 Reduced 0.44%
$0
$14.9 Million 0.34% of portfolio
277,254
Q2 2025 Added 2.64%
$0
$14.7 Million 0.33% of portfolio
277,737
Q2 2025 Added 0.77%
$0
$13.4 Million 0.3% of portfolio
127,921
Q2 2025 Added 96.73%
$0
$13 Million 0.29% of portfolio
20,904
Q2 2025 Added 56.81%
$0
$12.1 Million 0.27% of portfolio
193,309
Q2 2025 Added 17.7%
$0
$11.5 Million 0.26% of portfolio
123,960
Q2 2025 Added 16.34%
$0
$11.3 Million 0.26% of portfolio
403,381
Q2 2025 New
$0
$9.71 Million 0.22% of portfolio
96,304
Q2 2025 Added 112.2%
$1.83B
$9 Million 0.2% of portfolio
261,689
Q2 2025 Added 7.37%
$0
$7.35 Million 0.17% of portfolio
144,259
Q2 2025 Added 0.88%
$0
$7.35 Million 0.17% of portfolio
154,278
Q2 2025 Added 2.74%
$0
$7.61 Million 0.17% of portfolio
311,233
Q2 2025 Added 1,171.9%
$0
$7.27 Million 0.16% of portfolio
408,636
Q2 2025 Added 1.51%
$0
$7.17 Million 0.16% of portfolio
683,668
Q2 2025 Added 6.08%
$0
$7.27 Million 0.16% of portfolio
523,842
Q2 2025 Added 8.31%
$0
$6.88 Million 0.16% of portfolio
102,683
Q2 2025 Added 1,350.73%
$54.9B
$5.53 Million 0.13% of portfolio
88,680
Q2 2025 Reduced 3.45%
$0
$5.18 Million 0.12% of portfolio
9,391
Q2 2025 Added 329.4%
$0
$4.87 Million 0.11% of portfolio
41,951
Q2 2025 Reduced 15.45%
$0
$4.91 Million 0.11% of portfolio
96,358
Q2 2025 Added 95.68%
$0
$4.72 Million 0.11% of portfolio
201,887
Q2 2025 Added 2.11%
$0
$4.6 Million 0.1% of portfolio
200,526
Q2 2025 Added 3.76%

Summary

  • Portfolio
  • No. of Stocks 358
  • Current Value $4.41 Billion
  • Prior Value $3.96 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 55 stocks
  • Additional Purchases 185 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
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